Jodie Etzler
Beavercreek,OH
Summary
Dynamic Mortgage Loan Originator with a proven track record at Howard Hanna Mortgage Services, excelling in loan origination and relationship building. Recognized for developing customized loan solutions and generating referrals, leading to a significant increase in closed units. Adept at managing pipelines and fostering team success through effective communication and leadership.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Originator
Howard Hanna Mortgage Services
Xenia, Ohio
09.2022 - Current
- Educated clients about loan products, terms, and the application process.
- Developed customized loan solutions based on client financial profiles and needs.
- Collaborated with underwriters to ensure timely processing of mortgage applications.
- Maintained relationships with real estate agents to generate referrals and leads.
- Managed documentation and compliance to adhere to regulatory requirements.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
Branch Manager
GO Mortgage
Dayton, OH
05.2022 - 09.2022
- Guided clients through loan application process and documentation requirements.
- Maintained relationships with real estate agents and referral partners for lead generation.
- Analyzed credit reports, appraisals, title reports, tax returns, pay stubs, bank statements, and other pertinent documents.
- Conducted presentations to educate clients about mortgage products and services.
Mortgage Advisor/Branch Manager
Union Home Mortgage
Dayton, OH
06.2020 - 05.2022
- Originated mortgage loans from self-generated leads. Developed relationships with realtors, financial planners, insurance agents, builders and other referral partners to ensure on-going repeat referrals.
- Managed a team of loan officers, helping to manage their pipelines and to ensure their success.
Sr Mortgage Loan Officer
Partners United Financial
01.2017 - 06.2020
- Developed realtor relationships within branch offices of HER Realtors to serve as their trusted in house lender. Originated mortgage loans from referrals within HER Realtors.
- Received an award for most units closed within HER Realtors for three consecutive years.
Mortgage Loan Consultant
Sibcy Cline Mortgage
08.2016 - 01.2017
- Served as an in house mortgage lender within branch offices of Sibcy Cline Realtors.
Education
Bachelor of Science -
Fontbonne University
St. Louis, MOSkills
- Loan origination
- Credit analysis
- Document preparation
- Customer relationship management
- Referral generation
- Pipeline management
- Effective communication
- Problem solving
- Relationship building
- Team leadership
- Time management
- Underwriting guidelines
- Loan structuring
- Pre-approval process
- Production leadership
Professional Summary
Sean Morrow, Regional Manager, 5 years, Sean and I have known each other for five years. We worked together to build realtor relationships., Jodie would make a great addition to any team. She is smart, resourceful and driven with strong integrity., I am excited to introduce a new mortgage lender to the Dayton/Cincinnati markets. I know your products, processes and technology can lead the industry to out-perform any other lender in the area., I have an uncanny ability to quickly develop relationships that lead to consistent on-going referrals to not only build a profitable pipeline but to recruit and retain high performing loan officers.
Timeline
Mortgage Loan Originator
Howard Hanna Mortgage Services
09.2022 - Current
Branch Manager
GO Mortgage
05.2022 - 09.2022
Mortgage Advisor/Branch Manager
Union Home Mortgage
06.2020 - 05.2022
Sr Mortgage Loan Officer
Partners United Financial
01.2017 - 06.2020
Mortgage Loan Consultant
Sibcy Cline Mortgage
08.2016 - 01.2017
Bachelor of Science -
Fontbonne University
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